Dynamics 365 for Sales Archives

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Best Practices ClickDimensions Dynamics 365 for SalesWhat are the 5 Best Practices for ClickDimensions to Streamline your Marketing Automation?

Many people have reached out and asked about better ways to manage their marketing automation efforts in ClickDimensions. The following is a compilation of the 5 best practices that all ClickDimensions stakeholders should be thinking about on a regular basis. 1. Creating Great HTML for email marketing takes more than just knowing the code It’s important to never create HTML as complex as you would for a webpage when designing your email content. This is due...

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Dynamics 365 Finance Dynamics 365 for Sales Dynamics 365 Marketing Dynamics 365 Supply Chain ManagementWhat’s the Difference Between CRM & ERP?

Samantha Summers4 years ago10 min

Client Relationship Management (CRM) and Enterprise Resource Planning (ERP) are two sides to one profitability chain. Both CRM and ERP’s main function is increasing overall profitability in a business. Successful organizations need these software’s to help clients drive key business tasks, make sharper and more rapid decisions, and ensure they make the most of their benefits and resources. CRM and ERP can be integrated with others and coincide in some areas. However, their core functionalities...

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Dynamics 365 for Sales Product Comparison SalesforceThe Ultimate Battle: Dynamics 365 vs. Salesforce. Who Will Win?

Samantha Summers4 years ago16 min

Most companies reach a point when it’s time to implement a Customer Relationship Management (CRM) system. When this time comes, you want your business to grow in the right direction. That means you want to have a strong, yet user-friendly CRM system. It can be difficult to decide. CRM is the fastest-growing type of business software because it’s a major asset to any company. As Dynamics 365 is closing the gap between Salesforce in the...

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Dynamics 365 for Sales Dynamics 365 Supply Chain Management Dynamics NAV Integrations Microsoft Dynamics On-Premise OperationsBoost your Business by Integrating Dynamics NAV with Dynamics 365

Laura Brewer4 years ago16 min

If your business is growing and ready to take on more opportunities, Dynamics NAV can help. An easily adaptable enterprise resource planning (ERP) solution helps small and medium-sized businesses automate and connect their sales, purchasing, operations, accounting, and inventory management. Microsoft Dynamics NAV and Dynamics 365 is the complete solution that will deliver the business management toolkit that enables growth, creates efficiencies and allows your team to achieve more. It is trusted worldwide, is familiar and...

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Dynamics 365 for Sales Sales Sales TipsHow Does Dynamics 365 Improve The Sales Process?

Josh Santiago6 years ago5 min

Microsoft Dynamics 365 is designed to support the sales process from acquiring a new lead through the close of sales. Microsoft Dynamics 365 has a place to store the contact information for new leads, a place to track the follow-up communications, and the ability to qualify a Lead into an Account, Contact, and Opportunity. Dynamics 365 keeps Leads in a separate area in order to ensure your main database of Accounts and Contacts does not...

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DEPRECATED Dynamics 365 for Sales How To Guides MarketingHow does Dynamics 365 Help my Marketing Campaign?

Josh Santiago6 years ago5 min

Campaigns and Quick Campaigns Microsoft Dynamics 365 allows you to create Campaign records that help you organize your efforts for marketing projects over time. Campaigns are also designed to provide insight on investment for each campaign. They allow you to track the campaign spend and response so you know exactly how effective your marketing efforts are. The campaign record gives you a place to keep track of any activities that are involved in a campaign,...

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Dynamics 365 for Sales12 Reasons Dynamics 365 & CRM Is Not Just For Salespeople

Josh Santiago6 years ago29 min

There was a time when Customer Relationship Management, or CRM, was the exclusive domain of the sales team. Salespeople were the liaison between the customer and the business. Those days have come to an end — to meet customers’ expectations today requires input from across the company. Today’s customer expects to have a deeper relationship with your small and medium business (SMB). They are more educated about your products when they engage and want to...

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HomeCategoryDynamics 365 for Sales Archives - Page 2 of 2 - Dynamic Consultants Group - Blog

Best Practices ClickDimensions Dynamics 365 for SalesWhat are the 5 Best Practices for ClickDimensions to Streamline your Marketing Automation?

Dynamics 365 Finance Dynamics 365 for Sales Dynamics 365 Marketing Dynamics 365 Supply Chain ManagementWhat’s the Difference Between CRM & ERP?

Dynamics 365 for Sales Product Comparison SalesforceThe Ultimate Battle: Dynamics 365 vs. Salesforce. Who Will Win?

Dynamics 365 for Sales Dynamics 365 Supply Chain Management Dynamics NAV Integrations Microsoft Dynamics On-Premise OperationsBoost your Business by Integrating Dynamics NAV with Dynamics 365

Dynamics 365 for Sales Sales Sales TipsHow Does Dynamics 365 Improve The Sales Process?

DEPRECATED Dynamics 365 for Sales How To Guides MarketingHow does Dynamics 365 Help my Marketing Campaign?

Dynamics 365 for Sales12 Reasons Dynamics 365 & CRM Is Not Just For Salespeople

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